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Grahamites

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  • Totally has 578 visits

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  • stockwhizzkid 2016-09-22 04:51
    Enjoy reading your posts, keep up the good work :)
  • Thomas Macphers 2015-08-11 12:12
    Grahamites: Tom I still need to figure out how to use gurufocus's personal space better. I noted your message and thanks for the nice words. I've only had 4 years
    Thanks for your note. Agreed then. We will keep learning together!
  • lawrencemconnel 2015-02-09 14:37
    Hi..just read a great article about Grantham and Marks on the drop in oil..I have not read a better article lately, but the way your site is set up I could not find a reference to the author of the article. I'm new to the site, and if I had insights like that, I would sign it..Thanks
  • cgcoss 2014-12-04 19:53
    hi Grahamites! Thank you for your post titled Naked Short Put Options - Warren Buffett's Little Secret. i had a quick question: what is your source for Buffett selling Coca Cola options? I am unable to find anything on that. again thanks for the great post!
  • aapete 2014-06-23 23:35
    Why promote a chinese stock  are you a fraud?

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All Grahamites's Activities

  • Grahamites commented on Grahamites's article 09-22 08:45
    What Can We Do Now?
    The inspiration for this article comes from a combination of Howard Marks (Trades, Portfolio)' memo “There They Go Again … Again” and...
    View all 4 comments
    Grahamites 09-22 09:45
    • Dj - I can't take any credits for XOM. I took it from Munger and it was mainly a cash substitute for a non-profit account I manage, not in my personal account. With DaVita, I was wrong in not recognizing the tectonic shift in the reimbursement environment and in being way too early on the healthcare partners business. I've cut my holdings of DVA significantly a while ago. Low single digit owners earnings growth does not strike me as very attractive, even at today's price. But I could be wrong on DVA. It's a complicated business, especially the capitation business (HCP part). I've come to the conclusion that I have to acknowledge there's too much I don't know about it. 
  • Grahamites commented on Grahamites's article 09-22 08:40
    What Can We Do Now?
    The inspiration for this article comes from a combination of Howard Marks (Trades, Portfolio)' memo “There They Go Again … Again” and...
    View all 3 comments
    Grahamites 09-22 09:40
    • Tom - Very intelligent portfolio decisions. I can't agree more:) Thanks for commenting. 
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